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Formidium

@Formidium

At Formidium, we're redefining fund administration for the modern era. We empower fund managers of all asset classes with accuracy and efficiency.

 Chicago
formidium.com/
Joined September 2019
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🎙️ Tuning in to: Angelo Calvello’s Against Consensus. Vicki Kurzydlo, a teacher trustee at the $14B Chicago Teachers’ Pension Fund, discusses manager pitches, fee negotiations, and the fund’s decision to reverse its selection of an investment consultant following a change in ownership. 🎥 youtu.be/IL0uw7iOoRo
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K-1 season doesn’t have to be a March scramble. For a fund manager overseeing $1B+ in AUM across 90+ funds, connecting accounting and tax workflows helped accelerate K-1 delivery. By year three, 95% of K-1s were ready four weeks before the tax deadline. Read how: formidium.com/blogs/k1-deliv… #Formidium #FundAdministration #FundTax #K1 #PrecisionMeetsPossibility
K-1 Delivery: Improving the Last Mile of Investor Service

K-1 Delivery: Improving the Last Mile of Investor Service

Tax reporting is a crucial, recurring, and sometimes painful touchpoint between funds and their LPs. It is the moment when a fund's internal operations become directly visible to its investors.

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